Simon & Rachael

Posted by Titan

We decided to approach Titan P&I initially, as we needed some advice regarding our mortgage, savings and pension options. A year or so later, we were left some inheritance, and weren’t sure what to do for the best. Our Financial Planner has made quite a daunting process so easy and straight-forward for us. He is able to offer sound financial advice, but his delivery is brilliant. He has the ability to explain in plain English, and has a fantastic sense of humour. He has taken the time to really understand our personal circumstances, before advising our options. Part of the service involves a face to face annual meeting, where our Financial Planner reviews our financial circumstances, to see if anything has changed. This pro-active approach is fantastic, we feel our finances are well and truly looked after. He has done a brilliant job for us, and we are extremely pleased with the service we have received.